27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
22/09/2025 Fed may cut further, amid weaker employment The Committee was relatively unanimous in its decision, with only governor Miran preferring a 50bp cut.
15/07/2025 US tariffs delayed to August While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
7/07/2025 Independence Day’s big tax bill The bill will increase the federal deficit and push debt to around 135% of GDP by 2035 (Moody's estimate).
23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
16/06/2025 US inflation less than expected Confidence rose in May, but it is still below the levels seen at the beginning of the year.
10/06/2025 Policy divergences on display Policy decisions by global central banks are getting more nuanced, with the ECB staying on its rate cut path, the Fed in a wait-and-see mode, and the...
